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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL TOPCO LLC Service code 16 · EIN 82-1434504 | Consulting | $31,250 |
WALTERS & SKLYAR LLP1 year Service code 10 · EIN 47-5677171 | Accounting | $14,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,712 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,733 |
7 funds of $250K or more; 8 lines in all, holding $63.7M of the plan's $67.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual Manager not matched · Mutual fund | $49.5M | 77.6% |
| Additions TO NET Assets Attributed TO: Investment income: Net appreciation in fair value of investments Manager not matched · Other | $7.5M | 11.7% |
| Contributions: Employer Manager not matched · Other | $2.4M | 3.8% |
| Dividends Manager not matched · Other | $1.7M | 2.7% |
| Receivables: Employer contributions Manager not matched · Other | $1.4M | 2.2% |
| Other investment income Manager not matched · Other | $729K | 1.1% |
| Investments, participant-directed: At contract value: Stable value fund Manager not matched · Insurance contract | $482K | 0.8% |
| Interest Manager not matched · Other | $27K | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.